About the Business

Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation.

Quilter oversees £141.2 billion in customer investments (as of December 2025). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management. The business is comprised of two segments: Affluent and High Net Worth.

Affluent encompasses the financial planning business, Quilter Financial Planning, the Quilter Investment Platform and Quilter Investors, the multi-asset investment solutions business.

High Net Worth includes the discretionary fund management business, Quilter Cheviot, together with Quilter Cheviot Financial Planning - offering a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands.

At Quilter we never stand still. Our foundations are rooted in our extraordinary expertise, which is trusted by hundreds of thousands of customers, but we have great ambitions to stay one step ahead and make an even greater difference to the people and communities we serve, including our colleagues.

Our business is transforming, continually modernising, and becoming even more customer centric. So, if you want to be bold in the pursuit of your ambitions, bring new ideas, and challenge and evolve what we do, it's the perfect time to join us!

About the Role

Level: 6

Department: Distribution

Location: London, United Kingdom or Homebased, United Kingdom

Contract Type: Permanent

Regulated/Non-Regulated: Non-Regulated

This is a high-impact opportunity to shape how strategically aligned Quilter Partner Hub firms transition through acquisition and into the Employed business. The role will play a central part in ensuring integrations are well planned, professionally executed and aligned to our long-term operating model, while maintaining strong relationships with firms throughout the process.

The Senior Advice Integration Manager will be instrumental in building a successful Employed National business, working across internal and external stakeholders to navigate commercial, legal, operational and compliance considerations. This role requires strong judgement, disciplined delivery and the ability to track progress against agreed business and integration outcomes, ensuring each transaction is translated into sustainable value for the wider business.

The Advice Integration Manager is responsible for providing our Quilter Partner Hub firms with expert advice and guidance throughout the acquisition of their business and integration into Quilter Financial Advice (QFA). This includes supporting integration planning from an early stage of the acquisition journey.

You will develop, own, and execute the end-to-end integration strategy for newly acquired Quilter Hub firms, including integration roadmaps, workstreams, milestones, and KPIs to ensure a disciplined and coordinated approach. This will include development and delivery of comprehensive change-management plans that minimise disruption and accelerate adviser adoption of new systems, processes, and ways of working. You will support tracking against agreed business and integration outcomes.

You will lead and coordinate cross-functional teams (e.g., Finance, HR, IT, Legal, Operations, Communications) to deliver a seamless integration experience ensuring compliance, operational stability and continuity of service throughout integration.

You will build strong relationships with acquired Quilter Partner Hub leadership teams to foster trust and collaboration throughout the integration journey. You will act as a diplomatic and credible representative of Quilter Financial Planning (QFP) during sensitive post-acquisition periods.

You will work closely with the Employed National Director to ensure a cohesive and seamless transition for Hub firms through the acquisition and integration process, in line with contractual timelines specific to each firm.

You will work compliantly and in partnership with all other functions within QFP including Risk and Compliance.

Work across the wider Quilter business to ensure an integrated client offering is in place where appropriate.

Consumer Duty

The duties you will perform support direct overall positive outcomes for our customers by enabling our leaders to make informed decisions which balance the trade-off between risk and reward and ensure regulatory compliance. This contributes to improved services, customer centric outcomes, stability, responsiveness, and overall customer satisfaction.

About You

You are an experienced, credible and resilient integration leader with a strong track record delivering complex change within a regulated financial services environment. You combine commercial judgement with delivery discipline, and you can build trust quickly with acquired firm principals and senior stakeholders, acting as a calm, diplomatic representative of Quilter during sensitive post-acquisition periods. Exposure to acquisition or integration activity would be advantageous.

You will be successful in this role if you can demonstrate:

Post-acquisition integration: Experience leading end-to-end integration or large-scale transformation, shaping the integration approach, sequencing workstreams, and translating strategy into a practical, adviser-ready plan.

Programme delivery discipline: Strong programme management capability, creating and maintaining integration roadmaps, RAID, governance, milestone tracking, and KPI/benefit reporting; confident managing multiple workstreams and interdependencies. Able to track delivery against financial outcomes and identify risks to value realisation early.

Senior stakeholder influence: Highly effective at influencing without authority across a matrix of stakeholders (Finance, HR, IT, Legal, Ops, Comms, Risk/Compliance), and at negotiating outcomes where priorities conflict.

Commercial acumen and sound judgement: Able to understand contractual timelines, commercial constraints and integration risk points; makes pragmatic decisions that protect value while maintaining momentum and adviser experience. Comfortable working with business cases, performance measures and financial targets linked to acquisition and integration activity.

Regulatory and risk mindset: Comfortable operating within governance frameworks, partnering closely with Risk and Compliance to deliver a controlled integration with minimal disruption and high-quality client outcomes. Able to contribute to go